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JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$17.79
Change-$0.92 (-4.92%)
VolumeN/A
Net Assets2.77B
Vanguard Small Cap Growth Index I
Price$63.87
Change-$3.63 (-5.38%)
VolumeN/A
Net Assets36.81B
JGSMX vs VISGX Comparison Chart
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JGSMX vs. VISGX commentary
Apr 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JGSMX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.8B vs. JGSMX (2.78B). JGSMX pays higher dividends than VISGX: JGSMX (1.00) vs VISGX (0.46). JGSMX was incepted earlier than VISGX: JGSMX (14 years) vs VISGX (27 years). JGSMX (0.75) is less costly to investors than VISGX (0.19). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VISGX (19.00). VISGX has a lower initial minimum investment than JGSMX: VISGX (3000) vs JGSMX (15000000). VISGX annual gain was more profitable for investors over the last year : -9.74 vs. JGSMX (-15.86). VISGX return over 5 years is better than : 63.33 vs. JGSMX (21.09).
| JGSMX | VISGX | JGSMX / VISGX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.75 | 0.19 | 395% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -20.296 | -18.839 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 36.8B | 8% |
| Annual Yield % from dividends | 1.00 | 0.46 | 215% |
| Returns for 1 year | -15.86 | -9.74 | 163% |
| Returns for 3 years | -18.98 | -7.60 | 250% |
| Returns for 5 years | 21.09 | 63.33 | 33% |
| Returns for 10 years | 17.34 | 73.43 | 24% |
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